Instrumental Tax Solutions, Inc.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Instrumental Tax Solutions, Inc. | home page | |
| Website | https://instrumentaltaxsolutions.com/ | home page | |
| Office locality | Oxnard, CA | /contact | |
| Phone | +18057021102 | home page | |
| Offers bookkeeping | Documented: ...notices, and advocates for you with confidence. From notary services and precise bookkeeping to strategic tax advisory, we don’t just provide services - we provide strategy. OUR... | home page | |
| AP / AR | Documented: ...and amended returns. Bookkeeping Full‑service bookkeeping: bank reconciliations, accounts payable/receivable, monthly financial statements, and catch‑up bookkeeping. We work with... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Full‑service bookkeeping: bank reconciliations, accounts payable/receivable, monthly financial statements, and catch‑up bookkeeping. We work with QuickBooks and other platforms... | /services | 6 pts (max 6) |
| Software supported | QuickBooks | /services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services | 3 pts (max 3) |
| Onboarding described | Documented: ...the stress out of your finances. Schedule your free consultation today. Hire Us Now Step One Call or Email Us Our team is here Monday through Friday, 9 AM-5 PM (PDT/PST), with... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...Full‑service bookkeeping: bank reconciliations, accounts payable/receivable, monthly financial statements, and catch‑up bookkeeping. We work with QuickBooks and other platforms... | /services | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: - View Our Privacy Policy Here | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Named contact / team (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Instrumental Tax Solutions, Inc.' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Instrumental Tax Solutions, Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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